Purchases and Sales Made in Q3 2023 in Double Line Income Solutions Fund (DSL)
This table provides information about the institutional ownership of Double Line Income Solutions Fund (DSL) during Q3 2023. The information is specifically focused on institutions that hold shares of DoubleLine Income Solutions Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
145K+ 21.71% |
$1.66M - $1.79M
|
811K
$10.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
110K+ 806.57% |
$1.26M - $1.36M
|
123K
$1.6M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
78.2KNew |
$898K - $968K
|
78.2K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
77.6K+ 2.26% |
$891K - $960K
|
3.5M
$45.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
63KNew |
$724K - $780K
|
63K
$816K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
53.7KNew |
$617K - $665K
|
53.7K
$695K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
53.2K+ 5.62% |
$612K - $659K
|
1M
$13M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
46.3KNew |
$532K - $573K
|
46.3K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
40KNew |
$460K - $495K
|
40K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
37.1K+ 21.28% |
$426K - $459K
|
211K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.5KNew |
$407K - $439K
|
35.5K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
34.2KNew |
$393K - $424K
|
34.2K
$443K
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
33.5KNew |
$384K - $414K
|
33.5K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29.7KNew |
$341K - $367K
|
29.7K
$384K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
28.3K+ 11.69% |
$326K - $351K
|
271K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.9K+ 5.82% |
$320K - $345K
|
506K
$6.56M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
26.7K+ 68.32% |
$306K - $330K
|
65.7K
$851K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
24.7K+ 12546.7% |
$284K - $306K
|
24.9K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.7K+ 5.59% |
$273K - $294K
|
448K
$5.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
23.5KNew |
$269K - $290K
|
23.5K
$304K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
20.3KNew |
$233K - $251K
|
20.3K
$262K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.7K+ 24.9% |
$226K - $244K
|
98.7K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.1K+ 4.18% |
$219K - $236K
|
476K
$6.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.8K+ 13.01% |
$193K - $208K
|
146K
$1.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
14.6K+ 2.53% |
$167K - $180K
|
591K
$7.65M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.6KNew |
$145K - $156K
|
12.6K
$163K
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
12.3KNew |
$141K - $152K
|
12.3K
$159K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6KNew |
$134K - $144K
|
11.6K
$151K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.9KNew |
$125K - $135K
|
10.9K
$141K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.9K+ 50.0% |
$125K - $134K
|
32.6K
$422K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
8.42K+ 8.11% |
$96.8K - $104K
|
112K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
6.44K+ 22.77% |
$73.9K - $79.7K
|
34.7K
$449K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.09K+ 6.37% |
$58.4K - $63K
|
85K
$1.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.07K+ 19.7% |
$58.3K - $62.8K
|
30.8K
$399K
|
|
|
Nov 03, 2023
Q3 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
4.75K+ 12.39% |
$54.6K - $58.8K
|
43.1K
$558K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.56K+ 2.1% |
$52.4K - $56.5K
|
222K
$2.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.17K+ 8.26% |
$47.9K - $51.6K
|
54.7K
$708K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4K+ 9.46% |
$45.9K - $49.5K
|
46.2K
$599K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.78K+ 166.2% |
$43.4K - $46.8K
|
6.06K
$78.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.59K+ 20.71% |
$29.7K - $32K
|
15.1K
$195K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.24KNew |
$25.7K - $27.7K
|
2.24K
$29K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.13K+ 0.71% |
$24.5K - $26.4K
|
303K
$3.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.05K+ 4.37% |
$23.6K - $25.4K
|
49.1K
$636K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2K+ 1.34% |
$22.9K - $24.7K
|
151K
$1.96M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.91K+ 7.75% |
$22K - $23.7K
|
26.6K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.9K+ 8.39% |
$21.8K - $23.5K
|
24.5K
$318K
|
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.72K+ 1.82% |
$19.7K - $21.3K
|
96.3K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.2K+ 33.33% |
$13.8K - $14.9K
|
4.8K
$62.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.13K+ 2.84% |
$13K - $14K
|
41K
$531K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1K+ 1.21% |
$11.5K - $12.4K
|
83.9K
$1.09M
|